AAS
JBTM

Avantax Advisory Services’s JBT Marel JBTM Stock Holding History

Avantax Advisory Services’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$247K Buy
2,054
+70
+4% +$7.82K ﹤0.01% 2060
2025
Q1 		$242K Buy
1,984
+136
+7% +$17.2K ﹤0.01% 1978
2024
Q4 		$235K Buy
+1,848
New +$213K ﹤0.01% 1953

Other funds holding JBTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Avantax Advisory Services's JBTM Position: Q2 2025 in Review

Avantax Advisory Services increased its JBT Marel (JBTM) stake by 3.5% in Q2 2025, buying an estimated $7.82K and bringing the position to 2,054 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

Avantax Advisory Services first reported a position in JBTM in Q4 2024 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold JBTM as of Q2 2025.

  • Avantax Advisory Services held 2,054 shares of JBT Marel worth $247K as of Q2 2025.
  • Avantax Advisory Services bought 70 JBT Marel shares in Q2 2025, an estimated $7.82K.
  • JBT Marel made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2060 holding.
  • Avantax Advisory Services first reported a position in JBT Marel in Q4 2024 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held JBT Marel as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.